Ty McGilberry

Tel: (610) 505-0638
850 Cassett Rd
100 Berwyn Park Suite 200
Berwyn, PA 19312
Lincoln Financial Advisors | Financial Advisor in Berwyn ,PA

About Lincoln Financial Advisors

Lincoln Financial Advisors - an independent broker-dealer with a national network of financial professionals - provides integrated, personalized solutions and fee-based financial planning to help business owners, professionals, executives and retirees develop complex estate, business succession, retirement and investment plans. Lincoln Financial Advisors, a broker/dealer (Member SIPC) and a registered investment advisor, is an affiliate of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Lincoln Financial Group has a proud history of helping empower Americans to take charge of their financial lives with confidence and optimism.


General Information

Firm Start Year:   1905
No.of Employees:   More than 5000
Name of Broker/Dealer:   National Financial Services LLC (NFS)
States Licensed in:   Pa, NY, NJ, DE, FL, VA, MA
Number of Years with Current Firm:   1


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Disability , Life , Variable Annuity , Long Term Care , Variable Life


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Commissions , Flat Fee , Based on Assets


Board Positions

Organization:  WTS Philadelphia  Philadelphia, Pa
Position :  Chair of Finance Committee
Duration :  2016-Currently holding

Organization:  Pennsylvania State Alumni Association  State College, PA
Position :  Chair of Audit Committee
Duration :  2015-Currently holding

Organization:  Penn State Brandywine Alumni Society  Media, Pa
Position :  President
Duration :  2014-2017

Organization:  Delaware County Chamber of Commerce  Springfield, Pa
Position :  Chair of the Ambassadors Committee
Duration :  2013-2016

Organization:  Rocky Run YMCA  Media, Pa
Position :  Board Member
Duration :  2006-2017

Organization:  Penn State Brandywine Alumni Society  Media, Pa
Position :  Vice-President
Duration :  2012-2014

Organization:  Penn State Brandywine Alumni Society  Media, Pa
Position :  At-Large Board Member
Duration :  2006-2012


Education

Masters Degree in Business Adminstration - Business Administration  Pennsylvania State University
- 2010

Baccalaureate Degree in Business Administration - Business Administration  Pennsylvania State University
- 2003


Ty McGilberry

Ty McGilberry


Ty was born in Philadelphia, grew up in Yeadon, and has lived in the greater Philadelphia area the majority of his life. He graduated from Monsignor Bonner High School in Drexel Hill, PA. After high school he received both his bachelor's and master's degrees from Pennsylvania State University in Business Administration.

After receiving his bachelor's degree from Penn State, Ty worked at the mutual fund giant Vanguard for over 10 years. During his time at Vanguard, he served and educated the individual investor, retirement plan, and financial advisor markets. In his various roles, Ty focused on teaching investors how portfolio costs and fees can erode being able to reach investment goals.

After leaving Vanguard, Ty joined the firm of Wechsler Marsico Simpson as a financial advisor. There he built on his foundation of investment knowledge from Vanguard by adding in the comprehensive financial planning process used at the firm.

In 2017, Ty joined Lincoln Financial as a Financial Planner. With Lincoln Financial, Ty joined one of the nation's largest independent advisor networks. Bring additional resources to his clients.

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